Issue link: http://deals.uberflip.com/i/1531912
#65046 SIGN NDA ► REVENUE | EBITDA DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Cole Preston Senior M&A Advisor Email: cpreston@generational.com Mobile: 949-209-8744 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS Headquartered in Southern California, the Company is a full-service technology and digital marketing company, exclusively focused on the jewelry industry, from retailers to wholesalers, including vendors and designers. The Company provides services ranging from website development to full-service digital marketing solutions, leveraging its proprietary platform with several hundred users along with integrated web apps. In 2023, revenue was generated from digital marketing (46%) and proprietary apps (24%), which are both recurring-revenue generators as well as website development (30%), a one-time revenue generator. The Company has approximately 450 active/recurring customers across the US (97%) and internationally (3%). INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 COMPANY STATS Over 20 Years of Operation 70% Recurring Revenue 22 Full-Time Employees and 3 Part-Time Employees INVESTMENT APPEAL Historical Sales Growth: Revenue grew at a 23.2% CAGR between 2021 and 2023, and is on track for 6.9% growth in 2024. Annuitized Revenue Stream: In 2023, 70% of revenue was recurring in nature, generating monthly cash flow. Proprietary Technology: The Company has a proprietary platform as well as several integrated web apps. The Company has built multiple apps in Shopify as a plug-in which creates tremendous growth opportunity Strong Client Relationships: The Company has many strong and longstanding client relationships. Many customers have been doing business with the Company for 10- 15+ years. Superior Name and Reputation: The Company has built a loyal and still-growing client base, and an excellent reputation for its experience, knowledge, results, and superior customer service levels. GROWTH OPPORTUNITIES Hire Additional Sales Expand Sales through Global Strategic Partnerships Expand to Different Market Full-Service Technology and Digital Marketing Company LOCATED IN SOUTHERN CA $4.5M 2024 Revenue (PROJ) $875K 2024 EBITDA (PROJ)